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Wisdomtree Floating Rate Treasury Fund shares owned by GFS Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by GFS Advisors from 13F filings

Historical chart of GFS Advisors investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by GFS Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by GFS Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $766k 15k 50.27
2025-06-30 $767k 15k 50.33
2025-03-31 $789k 16k 50.33
2024-12-31 $789k 16k 50.33
2024-09-30 $867k 17k 50.22
2024-06-30 $869k 3.0k 289.67
2024-03-31 $784k 16k 50.30
2023-12-31 $915k 18k 50.25
2023-09-30 $916k 18k 50.31

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Ishares Tr Short Treas Bd (SHV)
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View all positions for GFS Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund